Financial Planning & Information Services, Inc. J P Morgan Exchange Traded Fd Transaction History

Financial Planning & Information Services, Inc.

$725 Million
Q3 2024

A detailed history of Financial Planning & Information Services, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Financial Planning & Information Services, Inc. holds 1,247,515 shares of JCPB stock, worth $59.2 Million. This represents 8.3% of its overall portfolio holdings.

Number of Shares

1,247,515

Previous 991,815 25.78%

Holding current value

$59.2 Million

Previous $46 Million 30.97%

% of portfolio

8.3%

Previous 7.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$45.87 - $48.53 $11.7 Million - $12.4 Million	255,700 Added 25.78%	1,247,515 $60.2 Million
Q2 2024 Aug 13, 2024	BUY	$45.27 - $46.67 $5.71 Million - $5.89 Million	126,130 Added 14.57%	991,815 $46 Million
Q1 2024 May 14, 2024	BUY	$46.0 - $47.18 $11.4 Million - $11.7 Million	246,984 Added 39.92%	865,685 $40.4 Million
Q3 2023 Nov 14, 2023	BUY	$44.57 - $46.79 $4.11 Million - $4.32 Million	92,296 Added 17.53%	618,701 $27.6 Million
Q2 2023 Aug 11, 2023	BUY	$46.41 - $47.75 $5.59 Million - $5.75 Million	120,502 Added 29.69%	526,405 $24.5 Million
Q1 2023 May 02, 2023	BUY	$45.84 - $47.89 $11.1 Million - $11.6 Million	241,877 Added 147.46%	405,903 $19.2 Million
Q4 2022 Feb 13, 2023	BUY	$44.67 - $47.29 $7.01 Million - $7.42 Million	156,985 Added 2229.58%	164,026 $7.53 Million
Q3 2022 Oct 25, 2022	BUY	$45.58 - $49.27 $320,928 - $346,910	7,041 New	7,041 $323,000

Others Institutions Holding JCPB

# of Institutions

397

Shares Held

131M

Call Options Held

Put Options Held

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About J P MORGAN EXCHANGE-TRADED FD

Ticker JCPB
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Financial Planning & Information Services, Inc. J P Morgan Exchange Traded Fd Transaction History